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CS01b+(022022)

The document is a Change of Personal Particulars Form for updating personal information related to insurance policies or accounts held with Manulife. It requires the completion of personal details, submission of supporting documents for changes, and acknowledgment of data privacy policies. Additionally, it provides instructions for submission and contact information for assistance.

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0% found this document useful (0 votes)
23 views9 pages

CS01b+(022022)

The document is a Change of Personal Particulars Form for updating personal information related to insurance policies or accounts held with Manulife. It requires the completion of personal details, submission of supporting documents for changes, and acknowledgment of data privacy policies. Additionally, it provides instructions for submission and contact information for assistance.

Uploaded by

vhdfvhpckp
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Change of Personal Particulars Form


更改個人資料表格
Please complete in BLOCK letters and tick where appropriate. 請以正楷填寫,並在適當的地方加上剔號。
1 General Information of Policyowner/Account/Certificate Holder/Sub-scheme Member 保單/帳戶/證書持有人/附屬計劃成員一般資料
Full Name (Surname first) ID/Passport/BR No.
全名 (以姓氏先排) TAN YILING 身份證/護照/商業登記號碼
For individual account(s), please specify any ONE of the following number(s): For joint account(s), please specify ALL Policy/Account
如保單/帳戶為個人持有,請列出以下其中一項號碼: number(s):
如保單/帳戶為聯名持有,請列出所有號碼:
Policy/Account/Member Account/Group No. Cert No. (if applicable)
保單/帳戶/成員帳戶/團體保單號碼 3822683862 證書號碼 (如適用)

2 Change of Personal Details 更改個人資料


If the following change(s) is/are NOT applied to Policyowner/Account/Certificate Holder/Sub-scheme Member, please complete:
如以下的更改資料並不應用於保單/帳戶/證書持有人/附屬計劃成員,請填寫此部份:

Change(s) to be applied to:


有關更改將應用於:
DAI CHEUK WING EMILY
___________________________________________________________________________
S122960(7)
____________________________
Full Name (Surname first) ID/Passport/BR No.
全名 (以姓氏先排) 身份證/護照/商業登記號碼

REMINDER: Should the change of personal details render any incorrect or incomplete information about your tax residency on our record, you are required to provide
Manulife an updated self-certification form within 30 days.
提示:如是次更改個人資料將導致您於我們的記錄上有關稅務居民身份的資料不正確或不完整,您必須在 30 天內向宏利提供更新的稅務居民自我證明。
□ Change of Name 更改姓名

Please attach the following documents. Fax copy is not acceptable.
1. Certified true copy of Deed Poll or other legal documents, e.g. Certificate issued by Immigration Department, Marriage Certificate, etc.; and
2. Copy of ID card, Passport or Birth Certificate.
請附上以下文件,恕不接受傳真副本。
1. 轉名契據或其他法律文件(如入境事務處發出的證書、結婚證書等)的核實副本;及
2. 身份證、護照或出生證書副本。
□ Correction of Name 更正姓名
Please attach copy of ID card/Passport, Birth Certificate or other legal documents. 請附上身份證/護照、出生證書或其他法律文件副本。

Name in English 英文姓名 Name in Chinese 中文姓名


Surname 姓 Given Name(s) 名 Surname 姓 Given Name(s) 名
Existing Name:
現有姓名:
New/Corrected Name:
新/更正姓名:

□ Correction of Identification No./Date of Birth/Sex 更正身份證件號碼/出生日期


Please attach copy of ID card/Passport, Birth Certificate or other legal documents. 請附上身份證/護照、出生證書或其他法律文件副本。
*If the premium is changed after correction, you may be requested to submit additional documents and premium if applicable. *如保費在有關更正後有所變動,本公司可能要求閣
下提交額外證明文件及保費,如適用。
Corrected Identification No. 更正身份證件號碼 *Corrected Date of Birth 更正出生日期 *Corrected Sex 更正性別

DD 日 | MM 月 | YYYY 年 □ Male 男 □ Female 女


3 Personal Information Collection Statement and Signature(s) 個人資料收集聲明與簽署
I / We have read, understood and agreed (1) the “Notice to Customers relating to the Personal Data (Privacy) Ordinance” (“Notice”) if my/our policy/policies was/were
issued in Hong Kong, or (2) the “Manulife Personal Information Collection Statement” (“Statement”) if my/our policy/policies was/were issued in Macau, attached to this
Change of Personal Particulars Form. I/We confirm my/our consent as referred to in the sections entitled “Use of Personal Data in Direct Marketing” and
“Provision of Personal Data for Use in Direct Marketing” of the Notice or Statement (as the case may be) subject to any objection as indicated by me/us below:
(IMPORTANT NOTES: Please note that direct marketing can include offers of special discounts, coupons or gift items. You can leave this box blank.)
本人∕吾等已閱畢、明白及同意隨附於本更改個人資料表格 (1)「有關《個人資料(私隱)條例》的客戶通知」(適用於本人∕吾等在香港繕發之保單,下稱「通
知」),或 (2)「宏利個人資料收集聲明」(適用於本人∕吾等在澳門繕發之保單,下稱「聲明」)。除本人∕吾等提出下列之任何反對外,本人∕吾等確認同意該通知
或聲明(視情況而定)內以「個人資料在直接促銷中的使用」及「提供個人資料作直接促銷」為標題之內容。(重要提示:請注意,直接促銷用途可包括提供特別折扣、
優惠券或禮品。您可將此空格留空。)
 I/We object to Manulife (1) using my/our personal data in direct marketing as referred to in the section entitled “Use of Personal Data in Direct Marketing” of the
Notice/Statement, and (2) providing my/our personal data to Manulife Group for use in direct marketing as referred to in the section entitled “Provision of Personal
Data for Use in Direct Marketing” of the Notice/Statement.
本人∕吾等反對宏利 (1)按該通知∕聲明內以「個人資料在直接促銷中的使用」為標題的部分,將本人∕吾等之個人資料作直接促銷用途;及 (2)按該通知∕聲明內以
「提供個人資料作直接促銷」為標題的部分,向宏利集團提供本人∕吾等之個人資料作直接促銷用途。
The information provided in this form is also collected to enable update of customer information relating to all my existing products/services in Hong Kong and Macau
provided by all companies within the Manulife group of companies and also companies which provide trustee/custodian services.
本表格所提供之資料同時供更新本人 的客戶資料之用,適用於本人現時持有並由宏利集團旗下公司,以及為其提供信託∕託管服務的公司於香港及澳門所提供的產品∕服
務。

X
Signature(s) of Policyowner(s)/Account/Certificate Holder(s)/Sub-Scheme Member Date Signed (DD/MM/YYYY)
保單/帳戶/證書持有人/附屬計劃成員簽署 簽署日期 (日/月/年)

Notes 注意事項
Please return your completed form By Mail to “Customer Contact Centre, Manulife (International) Limited, 21/F, Tower A, Manulife Financial Centre, 223 - 231 Wai Yip
Street, Kwun Tong, Kowloon, Hong Kong”. If you have any questions, please contact your Manulife Advisor or contact our Customer Service on 2108 1188.
請將填妥的表格寄往「香港九龍觀塘偉業街 223-231 號宏利金融中心 A 座 21 樓宏利人壽保險(國際)有限公司客戶聯絡中心」。閣下如有任何查詢,請聯絡閣下之宏利顧問
或致電客戶服務 2108 1188 。
*OBJTCLNCHGFORM*

The Chinese version of this form is for reference only. In the event of conflicts between the Chinese and the English versions, the English version shall prevail. CS01b(02/2022)
此表格之中文譯本只供參考之用,若與英文有異,一概以英文為準。 20130401-01 20150119_M

For Office Use Only 公司專用 - Manulife Advisor Name:


MAI WAI KING Code:
344407 Loc:
MT9 8426/ 60263394
Branch/Contact No.: ________________________

*OBJTCLNCHGFORM*
Manulife (International) Limited (Incorporated in Bermuda with limited liability)
宏利人壽保險(國際)有限公司 (於百慕達註冊成立之有限責任公司)

Page 頁次 1/9
notice to Customers relating to the Personal Data (Privacy) ordinance
(Version 20130401-01)

Definitions (f) any purposes in connection with any claims made by or against
or otherwise involving customers in respect of any products
1. “Data access request”, “data correction request”, “data subject”,
and/or services including but not limited to making, defending,
“data user”, “direct marketing”, “matching procedures” and
analysing, investigating, processing, assessing, determining or
“personal data” used throughout this Notice shall have the meaning
responding to such claims;
as defined in the Ordinance.
(g) providing investment management services, dealing and advisory
For the purpose of this Notice:
services, custody services and other services under the terms
“customers” shall mean data subjects and include (but not be and conditions of the accounts a customer holds with Manulife;
limited to) existing and prospective insurance policy owners, (h) performing any functions and activities related to products
insured, beneficiaries and other persons designated or entitled to and/or services including but not limited to marketing, audit,
receive moneys and/or other benefits under an insurance policy; and reporting, research, analysis, reinsurance, and general servicing
members under an occupational retirement scheme; and scheme and maintenance of online and other services;
members under a mandatory provident fund scheme; and share/unit (i) researching and/or designing products and/or services for
holders of investment funds. customers, and promoting, improving and furthering the
“Hong Kong” shall mean the Hong Kong Special Administrative provision of products and/or services;
Region. (j) conducting matching procedures (as defined in the Ordinance,
but broadly includes comparison of two or more sets of the data
“Manulife” shall mean Manulife (International) Limited, Manulife subject’s data, for purposes of taking actions adverse to the
Provident Funds Trust Company Limited, Manulife Asset interests of the data subject, such as declining an application);
Management (Hong Kong) Limited, or a Manulife Fund (as the case
(k) making disclosure under and/or complying with the requirements
may be) in respect of its respective customers.
of any law, rules, regulations, codes of practice, guidelines or
“Manulife fund” shall mean any investment fund sponsored or guidances binding on or applicable to Manulife or any member of
managed from time to time by a member of the Manulife Group Manulife Group (whether within or outside Hong Kong) including
(including but not limited to Manulife Global Fund and Manulife but not limited to making disclosure to local or foreign regulators,
Advanced Fund SPC) and “Manulife funds” shall mean all such governmental bodies, industry recognised bodies (whether
investment funds. within or outside Hong Kong) such as federations or associations
of insurers, credit reference agencies or auditors;
“Manulife Group” shall mean Manulife Financial Corporation and
its subsidiaries and affiliates (including but not limited to Manulife (l) complying with any contractual or other commitment or
(International) Limited, Manulife Provident Funds Trust Company arrangement with local or foreign regulators, governmental
Limited, Manulife Asset Management (Hong Kong) Limited), and bodies, or industry recognised bodies (whether within or
Manulife Funds. The rights and obligations of each member of outside Hong Kong) that is assumed by or imposed on Manulife
Manulife Group under this Notice are several and not joint. No or any member of Manulife Group by reason of its financial,
member of Manulife Group shall be liable for an act or omission by commercial, business or other interests or activities in or related
another member of Manulife Group. to the jurisdiction of the relevant local or foreign regulators,
governmental bodies, or industry recognised bodies;
“ordinance” shall mean Personal Data (Privacy) Ordinance.
(m) for operational purposes, credit assessment, credit scoring
models or statistical analysis (including in each case, behaviour
ColleCtion analysis and evaluation on the overall relationship with Manulife
2. From time to time, it is necessary for customers to supply Manulife Group which includes using such data to comply with any
with personal data in connection with the establishment or obligations, requirements, policies, procedures, measures or
continuation of business relationship, or provision of products or arrangements for sharing data and information within Manulife
services. Failure to supply such data may result in Manulife being Group and/or other use of data and information in accordance
unable to establish or continue the business relationship, or provide with any Manulife Group-wide programmes for compliance
products or services. with sanctions or prevention or detection of money laundering,
3. It is also the case that personal data are collected or received by terrorist financing or other unlawful activities), whether on the
Manulife from and/or in respect of customers in the ordinary course data subjects or otherwise;
of the continuation of the business relationship, for example, when (n) exercising any rights Manulife may have in connection with the
an application is made for a change of beneficiary/insured member provision to customers of products and/or services;
under the insurance policy; or when notification is made by the (o) conducting identity and/or credit checks;
employer of a change of employment/address of an employee
member of an occupational retirement scheme/mandatory provident (p) determining any amount of indebtedness owing to or from
fund scheme; or when a joint share holder of an investment fund customers, and collecting and recovering any amount owing
applies for investment fund switching. from customers or any person who has provided any security or
undertaking for customers’ liabilities;
PurPoses (q) enabling an actual or proposed assignee, transferee, participant
4. The purposes for which personal data of a customer may be used or sub-participant of the rights or business of Manulife or any
will vary depending on the nature of the customer’s relationship with member of Manulife Group to evaluate the transaction intended
Manulife. Such purposes may include the following: to be the subject of the assignment, transfer, participation or
sub-participation;
(a) processing, assessing and determining applications or requests
made by customers for products and/or services; (r) purposes specifically provided for in any particular service or
product offered by Manulife;
(b) administering, maintaining, managing and operating products
and/or services provided to customers; (s) any purposes relating to the above (including seeking professional
advices) or any other purposes in accordance with the general
(c) confirming customer’s identity and uniquely identifying customer; policies of Manulife or any member of Manulife Group in relation to
(d) confirming the accuracy of the information collected; insurance, occupational retirement schemes, mandatory provident
(e) understanding customer’s financial situation better, evaluating fund schemes, investment funds, wealth management services and
customer application, assessing the risks Manulife is assuming other financial products and services as set out in notices, circulars,
and reviewing claims submitted to Manulife; or other terms and conditions made available by Manulife or any
member of Manulife Group to customers from time to time.

Version 20130401-01
Page 頁次 2/9
transferees their individual advisors or intermediaries) through which the
products and/or services were purchased or applied for.
5. Personal data of a customer held by Manulife will be kept confidential
but Manulife may transfer such data to the following persons and/ Manulife may not so use the data unless it has received the
or entities (whether within or outside Hong Kong) for any of the customer’s consent to the intended use.
purposes set out in paragraph 4 above:
ProVision of Personal Data for use in DireCt
(a) any person in connection with any claims made by or against or MarKetinG
otherwise involving customers in respect of any products and/or
7. Manulife intends to provide, from time to time and for money and
services;
other property, customer’s personal data to Manulife Group (other
(b) any agent, contractor or third party service provider who provides than Manulife itself) for use by Manulife Group in direct marketing of
administrative, telecommunications, computer, information the following products and services:
technology, payment, data processing or storage, marketing,
(a) insurance, provident funds and/or schemes, investment funds,
mailing, printing, telemarketing, customer satisfaction analysis,
wealth management services, or other financial products and
or other services to Manulife or any member of Manulife Group
services;
in connection with the operation of business, including any
custodian, administrator, investment manager, investment (b) reward, loyalty or privilege programmes and related products
advisor or distributor; and services;
(c) any credit reference agencies or, in the event of default, any debt (c) products and services of co-branding partners of any member
collection agencies; of Manulife Group (the names of such co-branding partners can
be found in the application form(s) for the relevant products and
(d) any advisor (including his or her employees) or other intermediary
services as the case may be).
(including their employees);
(e) reinsurers and medical service providers; Only the following kinds of personal data of the customer may be
(f) employers of the customers; provided to Manulife Group (other than Manulife itself) for use by
Manulife Group in such direct marketing:
(g) any person which has undertaken to Manulife or any member of
Manulife Group to keep such data confidential; (a) name;
(h) any actual or proposed assignee, transferee, participant or (b) gender;
sub-participant of the rights or business of Manulife or Manulife (c) date of birth;
Group;
(d) part of identity card or passport number;
(i) any member of Manulife Group;
(e) contact information (including but not limited to phone number,
(j) any person to whom Manulife or any member of Manulife Group fax number, email address, correspondence address and
is under an obligation or otherwise required to make disclosure residential address);
under the requirements of any law, rules, regulations, codes of
(f) information about the products and/or services the customer has
practice, guidelines or guidances binding on or applicable to
purchased or applied, including the distribution channels (including
Manulife or any member of Manulife Group including but not
their individual advisors or intermediaries) through which the
limited to any local or foreign regulators, governmental bodies,
products and/or services were purchased or applied for.
or industry recognised bodies;
Manulife may not so provide the data unless it has received the
(k) any person to whom Manulife or any member of Manulife Group
customer’s written consent to the intended provision.
is under an obligation or otherwise required to make disclosure
pursuant to any contractual or other commitment or arrangement 8. Under the Ordinance, a data subject has the right to:
with local or foreign regulators, governmental bodies, or industry
recognised bodies (whether within or outside Hong Kong) (a) request access to his or her personal data;
that is assumed by or imposed on Manulife or any member of (b) request correction of any of his or her personal data which is
Manulife Group by reason of its financial, commercial, business inaccurate;
or other interests or activities in or related to the jurisdiction of (c) ascertain a data user’s policies and practices in relation to
the relevant local or foreign regulators, governmental bodies, personal data;
industry recognised bodies.
(d) be informed of the kind of personal data held by the data user;
use of Personal Data in DireCt MarKetinG (e) be informed of the main purposes for which personal data held
6. Manulife intends to use, from time to time, customer’s personal data by the data user are or are to be used;
in direct marketing of the following products and services: (f) make data access request and data correction request through
the channel set out in paragraph 9 below.
(a) insurance, provident funds and/or schemes, investment funds,
wealth management services, or other financial products and 9. In accordance with the provisions of the Ordinance, Manulife has
services; the right to charge a reasonable fee for processing any data access
(b) reward, loyalty or privilege programmes and related products request. Requests may be made in writing to the Privacy Officer at:
and services;
(c) products and services of co-branding partners of any member Manulife (International) Limited
of Manulife Group (the names of such co-branding partners can 22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
be found in the application form(s) for the relevant products and Kwun Tong, Kowloon, Hong Kong.
services as the case may be).
Only the following kinds of personal data of the customer may be Manulife Provident Funds Trust Company Limited
used in such direct marketing: 22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
(a) name; Kwun Tong, Kowloon, Hong Kong.
(b) gender;
(c) date of birth; Manulife Asset Management (Hong Kong) Limited
22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
(d) part of identity card or passport number; Kwun Tong, Kowloon, Hong Kong.
(e) contact information (including but not limited to phone number,
fax number, email address, correspondence address and Manulife Global Fund, Manulife Advanced Fund SPC, or any of other
residential address); Manulife Funds
(f) information about the products and/or services the customer has 22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
purchased or applied, including the distribution channels (including Kwun Tong, Kowloon, Hong Kong.

Version 20130401-01
Page 頁次 3/9
有關《個人資料(私隱)條例》的客戶通知
(20130401-01 版本)

定義 推廣、審計、報告、研究、分析、再保險以及一般服務和維持網上及其

1. 本通知中使用的「查閱資料要求」、「改正資料要求」、「資料當事人」、 他服務;

「資 料 使用者」、「直 接 促 銷」、「核 對 程 序」及「個 人 資 料」,具 有 (i) 為客戶研究及/或設計產品及/或服務,宣傳、改進和改善產品及/


《條例》中規定的含義。 或服務的提供;
就本通知而言: (j) 開展核對程序(定義見《條例》,但廣義包括對資料當事人兩套或
「客戶」指資料當事人,包括(但不限於)現有及潛在保單持有人、受保 更多套的資料進行比對,以採取不利於資料當事人的行動,例如拒
人、受益人或指定或有權獲得保單下的款項及/或其他利益的其他人士; 絕申請);
及職業退休計劃下的成員;及強積金計劃下的計劃成員;及投資基金的股 (k) 根據對宏利或宏利集團任何成員(無論在香港境內還是境外)有約束
份/單位持有人。 力或對其適用的任何法律、法規、規章、守則、指引或指南的規定進
「香港」指香港特別行政區。 行披露,包括但不限於向當地或外國的監管機構、政府機構、諸如保
「宏利」指與各自客戶相關的宏利人壽保險(國際)有限公司、宏利公積 險公司聯會或協會等公認行業組織(無論在香港境內還是境外)、信
金信託有限公司、宏利資產管理(香港)有限公司或某一宏利基金(視情 貸資料服務機構或審計機構進行披露;
況而定)。 (l) 由於宏利或宏利集團任何成員在相關當地或外國監管機構、政府機
「某一宏利基金」指由宏利集團的某一成員不時所發起或管理的任何投 構、或公認行業組織(無論在香港境內還是境外)所在司法管轄區
資基金(包括但不限於宏利環球基金及宏利盈進基金SPC),而「宏利基 的或涉及該等司法管轄區的財務、商業、業務或其他利益或活動而
金」指所有此等投資基金。 由宏利或宏利集團任何成員承擔或施加給其的、與該等當地或外國
「宏利集團」指宏利金融有限公司及其子公司和關聯公司(其中包括但不 監管機構、政府機構、或公認行業組織之間的任何合同、其他承諾
限於宏利人壽保險(國際)有限公司、宏利公積金信託有限公司、宏利資 或安排;
產管理(香港)有限公司)及宏利基金。宏利集團每一成員於本通知下的 (m) 用於經營目的、信貸評估、信貸評分模型或統計分析(每項均包括行
權利和義務,均為單獨而非連帶的。對於宏利集團另一成員的任何作為或 為分析以及對與宏利集團之間總體關係的評估,其中包括為遵守關
不作為,宏利集團的任何其他成員概不承擔任何責任。 於在宏利集團內部共用資料和資訊的任何義務、要求、政策、程序、
「條例」指《個人資料(私隱)條例》。 措施或安排而使用該等資料,及/或根據宏利集團內任何有關遵守
制裁或防止或發現洗錢、為恐怖分子提供資金或其他非法活動的計
收集
劃而對資料和資訊進行的其他使用),無論是針對資料當事人還是
2. 為建立或繼續業務關係或提供產品或服務,客戶需要不時向宏利提供個
其他人的;
人資料。如未能提供該等資料可能導致宏利無法建立或繼續業務關係,
(n) 行使宏利在向客戶提供產品及/或服務方面可能享有的任何權利;
或無法提供產品或服務。
(o) 進行身份及/或信貸核查;
3. 另外,宏利在業務關係存續的正常過程中(例如,申請變更保單下的受益
人/受保人;或僱主通知變更參與職業退休計劃/強積金計劃的僱員成員 (p) 確定應向客戶支付或客戶應付的任何債務金額,向客戶或向為客戶
的僱用情況/地址;或投資基金聯合股份持有人申請基金轉換)從客戶處 債務提供任何擔保或承諾的任何人收取和追討任何應收金額;
及/或針對客戶收集或獲得個人資料。 (q) 使宏利或宏利集團任何成員的權利或業務的實際或擬議受讓人、承
讓人、參與人或次級參與人能對該等轉讓、參與或次級參與擬涉及的
目的
交易進行評估;
4. 取決於客戶與宏利的關係性質,使用客戶個人資料的目的各有不同。該等
(r) 宏利提供的任何特定服務或產品中具體規定的目的;
目的可能包括:
(s) 與上述相關的任何目的(包括尋求專業意見),或根據宏利或宏利集
(a) 處理、評估和確定客戶對產品及/或服務的申請或要求;
團任何成員的一般政策進行的、與保險、職業退休計劃、強積金計
(b) 執行、維持、管理和運作向客戶提供的產品及/或服務;
劃、投資基金、財富管理服務以及宏利或宏利集團任何成員不時向客
(c) 確認客戶身份並識別客戶;
戶提供的通知、通告或其他條款和條件中所述的其他金融產品和服
(d) 確認所收集資訊的準確性; 務相關的任何其他目的。
(e) 加深了解客戶的財務狀況、評估客戶申請、評估宏利所承擔的風險並
承轉人
審核提交給宏利的理賠;
5. 宏利持有的客戶個人資料將予以保密,但宏利可就上文第4條所載的任何
(f) 與客戶提出、針對客戶提出或在其他方面涉及客戶的、與任何產品
及/或服務相關的任何索賠有關的任何目的,其中包括但不限於提出 目的將該等資料移轉給下列人士及/或實體(無論在香港境內還是境外):

該等索賠、就其進行辯護、分析、調查、處理、評估、確定和應對; (a) 與客戶、針對客戶或涉及客戶就任何產品及/或服務提起的任何索賠

(g) 根據客戶在宏利持有的帳戶的條款和條件提供投資管理服務、交易 相關的任何人士;


和顧問服務、託管服務和其他服務; (b) 向宏利或宏利集團任何成員提供與業務經營相關的行政管理、電信
(h) 履行與產品及/或服務相關的任何職責和活動,包括但不限於市場 通訊、電腦、資訊技術、付款、資料處理或儲存、市場推廣、郵寄、列

20130401-01 版本 Page 頁次 4/9


印、電話行銷、客戶滿意度分析或其他服務的任何代理、承辦商或第 僅可向宏利集團(除宏利本身之外)提供下列類型的客戶個人資料供宏
三方服務供應商,包括任何託管人,執行人,投資管理人,投資顧問或 利集團作該等直接促銷之用:
分銷商; (a) 姓名;
(c) 任何信貸資料服務機構或(如出現付款違約)任何債務托收機構; (b) 性別;
(d) 任何顧問(包括其僱員)或其他中介人士/機構(包括其僱員); (c) 出生日期;
(e) 再保險商和醫療服務供應商; (d) 身份證或護照號碼的一部分;
(f) 客戶的僱主; (e) 聯絡資料(包括但不限於電話號碼、傳真號碼、電郵地址、通訊地址
(g) 已向宏利或宏利集團任何成員承諾將對該等資料保密的任何人士; 及住宅地址);
(h) 宏利或宏利集團的權利或業務的任何實際或擬議受讓人、承讓人、參 (f) 客戶已購買或申請的產品及/或服務的資料,包括購買或申請的產品
與人或次級參與人; 及/或服務的分銷渠道(包括其個人顧問或中介機構)。
(i) 宏利集團的任何成員; 除非宏利已就擬議提供獲得客戶的書面同意,否則不得如上所述提供資料。
(j) 宏利或宏利集團任何成員根據對其有約束力或適用的任何法律、法
規、規章、守則、指引或指南的規定有義務或必須向其披露的任何人 8. 根據《條例》,資料當事人有權:
士,其中包括但不限於任何當地或外國的監管機構、政府機構或公認
(a) 要求查閱其個人資料;
行業組織;
(b) 要求對其任何不準確的個人資料進行改正;
(k) 根據由於宏利或宏利集團任何成員在相關當地或外國監管機構、政
(c) 查明資料使用者在個人資料方面的政策和慣例;
府機構、或公認行業組織(無論在香港境內還是境外)所在司法管轄
區的或涉及該等司法管轄區的財務、商業、業務或其他利益或活動而 (d) 了解資料使用者持有的個人資料類型;
由宏利或宏利集團任何成員承擔或施加給其的、與該等當地或外國 (e) 了解資料使用者持有的個人資料的主要目的或主要擬議目的;
監管機構、政府機構、公認行業組織之間的任何合同、其他承諾或安 (f) 通過下文第9條所載的渠道提出查閱資料要求和改正資料要求。
排,有義務或必須向其披露的任何人士。

個人資料在直接促銷中的使用 9. 根據《條例》規定,宏利有權就處理任何查閱資料要求收取合理費用。要
6. 宏利擬在下列產品和服務的直接促銷中不時使用客戶的個人資料: 求可以書面形式提交給個人資料主任:

(a) 保險、公積金及/或公積金計劃、投資基金、財富管理服務或其他金
融產品和服務; 宏利人壽保險(國際)有限公司
(b) 獎勵、忠誠度或特權計劃及相關產品和服務; 香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(c) 宏利集團任何成員的合作品牌夥伴的產品和服務(合作品牌夥伴名
稱見相關產品和服務(視情況而定)的申請表)。 宏利公積金信託有限公司
在該等直接促銷中,僅可使用下列類型的客戶個人資料: 香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(a) 姓名;
(b) 性別; 宏利資產管理(香港)有限公司
(c) 出生日期; 香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(d) 身份證或護照號碼的一部分;
(e) 聯絡資料(包括但不限於電話號碼、傳真號碼、電郵地址、通訊地址 宏利環球基金、宏利盈進基金SPC、或任何其他宏利基金
及住宅地址);
香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(f) 客戶已購買或申請的產品及/或服務的資料,包括購買或申請的產品
及/或服務的分銷渠道(包括其個人顧問或中介機構)。
除非宏利已經就擬議使用獲得客戶的同意,否則不得如上所述使用資
料。

提供個人資料作直接促銷
7. 宏利擬向宏利集團(除宏利本身之外)不時提供客戶的個人資料供宏利
集團就下列產品和服務作直接促銷之用,以換取金錢和其他財產:
(a) 保險、公積金及/或公積金計劃、投資基金、財富管理服務或其他金
融產品和服務;
(b) 獎勵、忠誠度或特權計劃及相關產品和服務;
(c) 宏利集團任何成員的合作品牌夥伴的產品和服務(該等合作品牌夥
伴名稱見相關產品和服務(視情況而定)的申請表)。

20130401-01 版本
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Manulife Personal Information Collection Statement
(Version 20150119_M)

DEFINITIONS (a) processing, assessing and determining applications or requests


1. “Controller” and “data subject” used throughout this Manulife made by customers for products and/or services;
Personal Information Collection Statement (“Statement”) shall have (b) administering, maintaining, managing and operating products
the meaning as defined in the Act. and/or services provided to customers;
For the purpose of this Statement: (c) confirming customer’s identity and uniquely identifying
customer;
“Act” shall mean the Personal Data Protection Act (Act 8/2005). (d) confirming the accuracy of the information collected;
“customers” shall mean data subjects and include (but not be (e) understanding customer’s financial situation better, evaluating
limited to) existing and prospective insurance policy owners, customer application, assessing the risks Manulife is assuming
insured, beneficiaries and other persons designated or entitled to and reviewing claims submitted to Manulife;
receive moneys and/or other benefits under an insurance policy; and (f) any purposes in connection with any claims made by or against
members under a pension fund or scheme; and share/unit holders or otherwise involving customers in respect of any products
of investment funds. and/or services including but not limited to making, defending,
“Macao” shall mean the Macao Special Administrative Region. analysing, investigating, processing, assessing, determining or
responding to such claims;
“Manulife” shall mean Manulife (International) Limited. (g) providing investment management services, dealing and
“Manulife Fund” shall mean any investment fund sponsored or advisory services, custody services, depository services and
managed from time to time by a member of the Manulife Group other services under the terms and conditions of the accounts a
(including but not limited to Manulife Global Fund and Manulife customer holds with Manulife;
Advanced Fund SPC) and “Manulife Funds” shall mean all such (h) performing any functions and activities related to products and/
investment funds. or services including but not limited to marketing (including
but not limited to direct marketing), audit, reporting, research,
“Manulife Group” shall mean Manulife Financial Corporation and analysis, reinsurance, and general servicing and maintenance of
its subsidiaries and affiliates (including but not limited to Manulife online and other services;
(International) Limited, Manulife Provident Funds Trust Company
Limited, Manulife Asset Management (Hong Kong) Limited), and (i) researching and/or designing products and/or services for
Manulife Funds. The rights and obligations of each member of customers, and promoting, improving and furthering the
Manulife Group under this Statement are several and not joint. No provision of products and/or services;
member of Manulife Group shall be liable for an act or omission by (j) conducting matching procedures;
another member of Manulife Group. (k) making disclosure under and/or complying with the requirements
“matching procedures” shall mean any procedure whereby of any law, rules, regulations, codes of practice, guidelines or
personal data collected for one or more purposes in respect of 10 guidances binding on or applicable to Manulife or any member
or more data subjects is compared (except by manual means) with of Manulife Group (whether within or outside Macao) including
personal data collected for any other purpose in respect of those but not limited to making disclosure to local or foreign regulators,
data subjects where the comparison (a) is (whether in whole or in part) governmental bodies, industry recognised bodies (whether
for the purpose of producing or verifying data that; or (b) produces within or outside Macao) such as federations or associations of
or verifies data in respect of which it is reasonable to believe that it insurers, credit reference agencies or auditors;
is practicable that the data, may be used (whether immediately or (l) complying with any contractual or other commitment or
at any subsequent time) for the purpose of taking adverse action arrangement with local or foreign regulators, governmental
against any of those data subjects. bodies, or industry recognised bodies (whether within or
outside Macao) that is assumed by or imposed on Manulife
“personal data” shall have the meaning as defined in the Act and or any member of Manulife Group by reason of its financial,
include Sensitive Data. commercial, business or other interests or activities in or related
“Sensitive Data” shall mean personal data relating to philosophical to the jurisdiction of the relevant local or foreign regulators,
or political beliefs, political society or trade union membership, governmental bodies, or industry recognised bodies;
religion, privacy and racial or ethnic origin, and health or sex life, (m) for operational purposes, credit assessment, credit scoring
including genetic data. models or statistical analysis (including in each case, behaviour
analysis and evaluation on the overall relationship with Manulife
COLLECTION Group which includes using such data to comply with any
obligations, requirements, policies, procedures, measures or
2. From time to time, it is necessary for customers to supply Manulife
arrangements for sharing data and information within Manulife
with personal data in connection with the establishment or
Group and/or other use of data and information in accordance
continuation of business relationship, or provision of products or
with any Manulife Group-wide programmes for compliance
services. Failure to supply such data may result in Manulife being
with sanctions or prevention or detection of money laundering,
unable to establish or continue the business relationship, or provide
terrorist financing or other unlawful activities), whether on the
products or services.
data subjects or otherwise;
3. It is also the case that personal data are collected or received by (n) exercising any rights Manulife may have in connection with the
Manulife from and/or in respect of customers in the ordinary course provision to customers of products and/or services;
of the continuation of the business relationship, for example,
(o) conducting identity and/or credit checks;
when an application is made for a change of beneficiary/insured
member under the insurance policy; or when notification is made (p) determining any amount of indebtedness owing to or from
by the employer of a change of employment/address of a member customers, and collecting and recovering any amount owing
of a pension fund or scheme; or when a joint share holder of an from customers or any person who has provided any security or
investment fund applies for investment fund switching. undertaking for customers’ liabilities;
(q) enabling an actual or proposed assignee, transferee, participant
PURPOSES or sub-participant of the rights or business of Manulife or any
4. The purposes for which personal data of a customer may be used member of Manulife Group to evaluate the transaction intended
will vary depending on the nature of the customer’s relationship with to be the subject of the assignment, transfer, participation or
Manulife. Such purposes may include the following:- sub-participation;

Version 20150119_M
Page 頁次 6/9
(r) purposes specifically provided for in any particular service or Only the following kinds of personal data of the customer may be
product offered by Manulife; used in such direct marketing:
(s) any purposes relating to the above (including seeking (a) name;
professional advices) or any other purposes in accordance with (b) gender;
the general policies of Manulife or any member of Manulife Group
in relation to insurance, pension funds or schemes, investment (c) date of birth;
funds, wealth management services and other financial products (d) part of identity card or passport number;
and services as set out in notices, circulars, or other terms (e) contact information (including but not limited to phone number,
and conditions made available by Manulife or any member of fax number, email address, correspondence address and
Manulife Group to customers from time to time. residential address);
Manulife will fully comply with the Act in processing Sensitive Data. (f) information about the products and/or services the customer
has purchased or applied, including the distribution channels
TRANSFEREES (including their individual advisors or intermediaries) through which
the products and/or services were purchased or applied for.
5. Personal data of a customer held by Manulife will be kept confidential
but Manulife may transfer such data to the following persons and/or Manulife may not so use the data unless it has received the
entities (whether within or outside Macao) for any of the purposes set customer’s consent to the intended use.
out in paragraph 4 above:-
(a) any person in connection with any claims made by or against or PROVISION OF PERSONAL DATA FOR USE IN DIRECT
otherwise involving customers in respect of any products and/or MARKETING
services; 7. Manulife intends to provide, from time to time and for money and
(b) any agent, contractor or third party service provider who provides other property, customer’s personal data to Manulife Group (other
administrative, telecommunications, computer, information than Manulife itself) for use by Manulife Group in direct marketing of
technology, payment, data processing or storage, marketing, the following products and services:
mailing, printing, telemarketing, customer satisfaction analysis, (a) insurance, pension funds and/or schemes, investment funds,
or other services to Manulife or any member of Manulife Group wealth management services, or other financial products and
in connection with the operation of business, including any services;
custodian, depository, administrator, investment manager,
(b) reward, loyalty or privilege programmes and related products
investment advisor or distributor;
and services;
(c) any credit reference agencies or, in the event of default, any debt
(c) products and services of co-branding partners of any member
collection agencies;
of Manulife Group (the names of such co-branding partners can
(d) any advisor (including his or her employees) or other intermediary be found in the application form(s) for the relevant products and
(including their employees); services as the case may be).
(e) reinsurers and medical service providers; Only the following kinds of personal data of the customer may be
(f) employers of the customers; provided to Manulife Group (other than Manulife itself) for use by
(g) any person which has undertaken to Manulife or any member of Manulife Group in such direct marketing:
Manulife Group to keep such data confidential; (a) name;
(h) any actual or proposed assignee, transferee, participant or (b) gender;
sub-participant of the rights or business of Manulife or Manulife (c) date of birth;
Group; (d) part of identity card or passport number;
(i) any member of Manulife Group; (e) contact information (including but not limited to phone number,
(j) any person to whom Manulife or any member of Manulife Group fax number, email address, correspondence address and
is under an obligation or otherwise required to make disclosure residential address);
under the requirements of any law, rules, regulations, codes of (f) information about the products and/or services the customer
practice, guidelines or guidances binding on or applicable to has purchased or applied, including the distribution channels
Manulife or any member of Manulife Group including but not (including their individual advisors or intermediaries) through
limited to any local or foreign regulators, governmental bodies, which the products and/or services were purchased or applied
or industry recognised bodies; for.
(k) any person to whom Manulife or any member of Manulife Group Manulife may not so provide the data unless it has received the
is under an obligation or otherwise required to make disclosure customer’s written consent to the intended provision.
pursuant to any contractual or other commitment or arrangement
with local or foreign regulators, governmental bodies, or 8. Under the Act, a data subject has the right to:-
industry recognised bodies (whether within or outside Macao) (a) request access to his or her personal data;
that is assumed by or imposed on Manulife or any member of
(b) request correction of any of his or her personal data which is inaccurate;
Manulife Group by reason of its financial, commercial, business
or other interests or activities in or related to the jurisdiction of (c) be informed of the kind of personal data held by the controller;
the relevant local or foreign regulators, governmental bodies, (d) be informed of the main purposes for which personal data held
industry recognised bodies. by the controller are or are to be used;
(e) make data access request and data correction request through
USE OF PERSONAL DATA IN DIRECT MARKETING the channel set out in paragraph 9 below.
6. Manulife intends to use, from time to time, customer’s personal data 9. In accordance with the provisions of the Act, Manulife has the right
in direct marketing of the following products and services: to charge a reasonable fee for processing any data access request.
(a) insurance, pension funds and/or schemes, investment funds, wealth Requests may be made in writing to the Privacy Officer at:-
management services, or other financial products and services;
Manulife (International) Limited
(b) reward, loyalty or privilege programmes and related products Macao Administration Office, Avenida De Almeida Ribeiro
and services; No. 61, Circle Square, 14 andar A, Macao
(c) products and services of co-branding partners of any member of
Manulife Group (the names of such co-branding partners can be
found in the application form(s) for the relevant products and
services as the case may be).

Version 20150119_M
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宏利個人資料收集聲明
(20150119_M版本)

定義 (c) 確認客戶身份並識別客戶;

1. 本宏利個人資料收集聲明(「聲明」)中使用的「負責處理個人資料的實 (d) 確認所收集資訊的準確性;


體」及「資料當事人」,具有《法律》中規定的含義。 (e) 加深了解客戶的財務狀況、評估客戶申請、評估宏利所承擔的風險並
就本聲明而言: 審核提交給宏利的理賠;

「法律」指《個人資料保護法》(第8/2005號法律)。 (f) 與客戶提出、針對客戶提出或在其他方面涉及客戶的、與任何產品


「客戶」指資料當事人,包括(但不限於)現有及潛在保單持有人、受保 及/或服務相關的任何索賠有關的任何目的,其中包括但不限於提出
人、受益人或指定或有權獲得保單下的款項及/或其他利益的其他人士; 該等索賠、就其進行辯護、分析、調查、處理、評估、確定和應對;
及退休基金或退休金計劃下的成員;及投資基金的股份/單位持有人。 (g) 根據客戶在宏利持有的帳戶的條款和條件提供投資管理服務、交易
「澳門」指澳門特別行政區。 和顧問服務、託管服務、受寄人服務和其他服務;

「宏利」指宏利人壽保險(國際)有限公司。 (h) 履行與產品及/或服務相關的任何職責和活動,包括但不限於市場


「某一宏利基金」指由宏利集團的某一成員不時所發起或管理的任何投 推廣(包括但不限於直接促銷)、審計、報告、研究、分析、再保險以
資基金(包括但不限於宏利環球基金及宏利盈進基金SPC),而「宏利基 及一般服務和維持網上及其他服務;
金」指所有此等投資基金。 (i) 為客戶研究及/或設計產品及/或服務,宣傳、改進和改善產品及/
「宏利集團」指宏利金融有限公司及其子公司和關聯公司(其中包括但不 或服務的提供;
限於宏利人壽保險(國際)有限公司、宏利公積金信託有限公司、宏利資 (j) 開展核對程序;
產管理(香港)有限公司)及宏利基金。宏利集團每一成員於本聲明下的
(k) 根據對宏利或宏利集團任何成員(無論在澳門境內還是境外)有約束
權利和義務,均為單獨而非連帶的。對於宏利集團另一成員的任何作為或
力或對其適用的任何法律、法規、規章、守則、指引或指南的規定進
不作為,宏利集團的任何其他成員概不承擔任何責任。
行披露,包括但不限於向當地或外國的監管機構、政府機構、諸如保
「核對程序」指將為1個或1個以上的目的而取自10個或10個以上的資料 險公司聯會或協會等公認行業組織(無論在澳門境內還是境外)、信
當事人的個人資料與為其他目的而自該等資料當事人收集的個人資料比 貸資料服務機構或審計機構進行披露;
較的程序(用人手方法的除外),而─
(l) 由於宏利或宏利集團任何成員在相關當地或外國監管機構、政府機
(a) 所作比較(不論是全部的還是部分的)是為了產生和核實可(即時或 構、或公認行業組織(無論在澳門境內還是境外)所在司法管轄區的
於其後任何時間)用作對任何該等資料當事人採取不利行動的資料的; 或涉及該等司法管轄區的財務、商業、業務或其他利益或活動而由宏
或 利或宏利集團任何成員承擔或施加給其的、與該等當地或外國監管
(b) 所作比較產生和核實資料,而就該資料而言可合理地相信將該資料 機 構、政 府機 構、或公認行業 組 織之間的任 何合同、其他 承諾或
(即時或於其後任何時間)用作對任何該等資料當事人採取不利行 安排;
動是切實可行的。
(m) 用於經營目的、信貸評估、信貸評分模型或統計分析(每項均包括行
「個人資料」指《法律》中規定的含義,及包括敏感資料。 為分析以及對與宏利集團之間總體關係的評估,其中包括為遵守關於
「敏感資料」指與世界觀或政治信仰、政治社團或工會關係、宗教信仰、 在宏利集團內部共用資料和資訊的任何義務、要求、政策、程序、措
私人生活、種族和民族本源以及與健康和性生活有關的個人資料。 施或安排而使用該等資料,及/或根據宏利集團內任何有關遵守制裁
或防止或發現洗錢、為恐怖分子提供資金或其他非法活動的計劃而
收集
對資料和資訊 進行的其他使用),無論是 針對資料當事人 還 是其
2. 為建立或繼續業務關係或提供產品或服務,客戶需要不時向宏利提供個 他人的;
人資料。如未能提供該等資料可能導致宏利無法建立或繼續業務關係,
(n) 行使宏利在向客戶提供產品及/或服務方面可能享有的任何權利;
或無法提供產品或服務。
(o) 進行身份及/或信貸核查;
3. 另外,宏利在業務關係存續的正常過程中(例如,申請變更保單下的受益
(p) 確定應向客戶支付或客戶應付的任何債務金額,向客戶或向為客戶
人/受保人;或僱主通知變更參與退休基金或退休金計劃的成員的僱用
債務提供任何擔保或承諾的任何人收取和追討任何應收金額;
情況/地址;或投資基金聯合股份持有人申請基金轉換)從客戶處及/或
針對客戶收集或獲得個人資料。 (q) 使宏利或宏利集團任何成員的權利或業務的實際或擬議受讓人、承
讓人、參與人或次級參與人能對該等轉讓、參與或次級參與擬涉及的
目的 交易進行評估;
4. 取決於客戶與宏利的關係性質,使用客戶個人資料的目的各有不同。該等 (r) 宏利提供的任何特定服務或產品中具體規定的目的;
目的可能包括:
(s) 與上述相關的任何目的(包括尋求專業意見),或根據宏利或宏利集
(a) 處理、評估和確定客戶對產品及/或服務的申請或要求;
團任何成員的一般政策進行的、與保險、退休基金或退休金計劃、投
(b) 執行、維持、管理和運作向客戶提供的產品及/或服務; 資基金、財富管理服務以及宏利或宏利集團任何成員不時向客戶提

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供的通知、通告或其他條款和條件中所述的其他金融產品和服務相關的 (f) 客戶已購買或申請的產品及/或服務的資料,包括購買或申請的產品
任何其他目的。 及/或服務的分銷渠道(包括其個人顧問或中介機構)。

當處理敏感資料時,宏利將完全遵守《法律》。 除非 宏 利 已 經 就 擬 議 使 用 獲 得 客 戶的 同 意,否則 不 得 如 上 所 述 使
用資料。
承轉人
5. 宏利持有的客戶個人資料將予以保密,但宏利可就上文第4條所載的任何 提供個人資料作直接促銷
目的將該等資料移轉給下列人士及/或實體(無論在澳門境內還是境外): 7. 宏利擬向宏利集團(除宏利本身之外)不時提供客戶的個人資料供宏利

(a) 與客戶、針對客戶或涉及客戶就任何產品及/或服務提起的任何索賠 集團就下列產品和服務作直接促銷之用,以換取金錢和其他財產:

相關的任何人士; (a) 保險、退休基金及/或退休金計劃、投資基金、財富管理服務或其他

(b) 向宏利或宏利集團任何成員提供與業務經營相關的行政管理、電信 金融產品和服務;

通訊、電腦、資訊技術、付款、資料處理或儲存、市場推廣、郵寄、列 (b) 獎勵、忠誠度或特權計劃及相關產品和服務;


印、電話行銷、客戶滿意度分析或其他服務的任何代理、承辦商或第 (c) 宏利集團任何成員的合作品牌夥伴的產品和服務(該等合作品牌夥
三方服務供應商,包括任何託管人,受寄人,執行人,投資管理人,投 伴名稱見相關產品和服務(視情況而定)的申請表)。
資顧問或分銷商;
僅可向宏利集團(除宏利本身之外)提供下列類型的客戶個人資料供
(c) 任何信貸資料服務機構或(如出現付款違約)任何債務托收機構; 宏利集團作該等直接促銷之用:
(d) 任何顧問(包括其僱員)或其他中介人士/機構(包括其僱員); (a) 姓名;
(e) 再保險商和醫療服務供應商; (b) 性別;
(f) 客戶的僱主; (c) 出生日期;
(g) 已向宏利或宏利集團任何成員承諾將對該等資料保密的任何人士; (d) 身份證或護照號碼的一部分;
(h) 宏利或宏利集團的權利或業務的任何實際或擬議受讓人、承讓人、參 (e) 聯絡資料(包括但不限於電話號碼、傳真號碼、電郵地址、通訊地址
與人或次級參與人; 及住宅地址);
(i) 宏利集團的任何成員; (f) 客戶已購買或申請的產品及/或服務的資料,包括購買或申請的產品
(j) 宏利或宏利集團任何成員根據對其有約束力或適用的任何法律、法 及/或服務的分銷渠道(包括其個人顧問或中介機構)。
規、規章、守則、指引或指南的規定有義務或必須向其披露的任何人 除非宏利已就擬議提供獲得客戶的書面同意,否則不得如上所述提供
士,其中包括但不限於任何當地或外國的監管機構、政府機構或公認 資料。
行業組織;

(k) 根據由於宏利或宏利集團任何成員在相關當地或外國監管機構、政 8. 根據《法律》,資料當事人有權:


府機構、或公認行業組織(無論在澳門境內還是境外)所在司法管轄
(a) 要求查閱其個人資料;
區的或涉及該等司法管轄區的財務、商業、業務或其他利益或活動而
(b) 要求對其任何不準確的個人資料進行改正;
由宏利或宏利集團任何成員承擔或施加給其的、與該等當地或外國
監管機構、政府機構、公認行業組織之間的任何合同、其他承諾或安 (c) 了解負責處理個人資料的實體持有的個人資料類型;
排,有義務或必須向其披露的任何人士。 (d) 了解負責處理個人資料的實體持有的個人資料的主要目的或主要擬
議目的;
個人資料在直接促銷中的使用
(e) 通過下文第9條所載的渠道提出查閱資料要求和改正資料要求。
6. 宏利擬在下列產品和服務的直接促銷中不時使用客戶的個人資料:

(a) 保險、退休基金及/或退休金計劃、投資基金、財富管理服務或其他
金融產品和服務; 9. 根據《法律》規定,宏利有權就處理任何查閱資料要求收取合理費用。要
求可以書面形式提交給個人資料主任:
(b) 獎勵、忠誠度或特權計劃及相關產品和服務;

(c) 宏利集團任何成員的合作品牌夥伴的產品和服務(合作品牌夥伴名
宏利人壽保險(國際)有限公司
稱見相關產品和服務(視情況而定)的申請表)。
澳門新馬路61號永光廣場十四樓A
在該等直接促銷中,僅可使用下列類型的客戶個人資料:

(a) 姓名;

(b) 性別;

(c) 出生日期;

(d) 身份證或護照號碼的一部分;

(e) 聯絡資料(包括但不限於電話號碼、傳真號碼、電郵地址、通訊地址
及住宅地址);

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